MCM

Manchester Capital Management Portfolio holdings

AUM $760M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
680
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$15.4M
3
+$9.57M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$9.41M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.75M

Top Sells

1
+$19.5M
2
+$2.05M
3
+$1.51M
4
SPG icon
Simon Property Group
SPG
+$796K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$736K

Sector Composition

1 Industrials 38.08%
2 Healthcare 3.51%
3 Financials 2.81%
4 Technology 2.56%
5 Consumer Staples 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$61K 0.01%
2,000
402
$61K 0.01%
843
403
$61K 0.01%
1,567
404
$61K 0.01%
626
405
$61K 0.01%
475
406
$60K 0.01%
1,225
407
$60K 0.01%
3,306
408
$60K 0.01%
887
409
$60K 0.01%
1,300
410
$60K 0.01%
1,140
411
$60K 0.01%
925
412
$59K 0.01%
1,190
413
$59K 0.01%
2,945
414
$58K 0.01%
1,718
415
$57K 0.01%
1,094
416
$57K 0.01%
3,300
417
$57K 0.01%
1,450
418
$57K 0.01%
1,150
419
$56K 0.01%
1,772
420
$56K 0.01%
550
421
$55K 0.01%
685
422
$55K 0.01%
3,725
423
$55K 0.01%
+909
424
$55K 0.01%
3,450
425
$54K 0.01%
1,649
15 16
17
18 19